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匯豐研究:維持中石化(0386.HK)“買入”評級 目標價6.35港元
格隆匯 10-30 15:31
匯豐環球研究發表報告,指中石化(0386.HK) 將於今日(30日)收市後公佈季績,預期集團第三季純利介乎122億至142億元人民幣,按年下跌20%至30%,而首九個月盈利料約佔全年預測的71%至75%。
該行表示,石油供應中斷及油輪運價走高導致原油價格上升,或會使中石化在今年下半年,特別是第四季的下游毛利受壓,但相信集團明年可受惠於國際海事組織(IMO)的低硫燃料新規。
匯豐維持對中石化的“ 買入 ”評級及目標價6.35港元。該行提到,基於今年預測,集團現價相當於市盈率8.2倍,股息收益率為7.9%,預期集團會繼續其慷慨的股息政策。

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